Director of Financial Planning

The Parts Authority; New York (NY); Hybrid; USD 210,000 - 320,000; Full time

Benefits offered by this job

Medical Coverage

Vision Coverage

Life and AD&D

Disability Coverage

401(k) Plan

Job summary

The Parts Authority, a PE-backed distributor, seeks a Director of Corporate Finance to lead FP&A, capital structure decisions, and lender relations. This role partners with the CFO, sponsor deal team, and the board to drive value creation and growth.

You will own budgeting, forecasting, and KPI reporting, while coordinating covenant compliance and post-merger synergy tracking in a fast-paced PE environment.

Qualifications

• 8-12 years of progressive finance experience in PE-backed or PE portfolio environment.
• Bachelor's in Finance/Accounting; MBA and/or CPA preferred.
• Experience in investment banking, private equity, transaction advisory, or corporate development.
• Deep understanding of credit agreements, covenant compliance, and lender reporting requirements.
• Strong track record building board-ready materials for sponsors, lenders, or boards.

Responsibilities

• Own FP&A including annual budgets, long-range plans, and forecasts aligned to the sponsor's value creation plan.
• Prepare and present board and sponsor reporting packages with KPI dashboards and variance commentary.
• Manage lender relationships and covenant tracking under credit agreements.
• Partner on capital structure decisions including debt refinancing and add-on acquisitions.
• Lead due diligence and integration planning for M&A and post-close synergy tracking.
• Own cash flow forecasting and working capital management to optimize liquidity.
• Develop and track value creation plans to drive EBITDA improvement.
• Support the annual audit process and coordinate with external auditors and sponsor teams.

Skills

Finance experience

Private equity

Board reporting

Financial modeling

LBO modeling

M&A experience

Debt refinancing

Covenant compliance

SQL

Power BI

Planful

Education

Bachelor's degree in Finance/Accounting

MBA

CPA

Tools

Planful

PowerBI

Power Query

Tableau

SQL

Job description

We are seeking a Director of Corporate Finance to lead financial planning, capital structure management, and stakeholder reporting for our private equity-backed company. This role partners closely with the CFO, the sponsor's deal team, and the board to drive the value creation plan, manage lender and investor relationships, and position the business for continued growth and a successful exit. The ideal candidate is comfortable operating in a fast-paced, metrics-driven private equity environment and can move fluidly between high-level strategy and hands-on execution.

Work Location: This position follows a hybrid work schedule and requires the employee to work on-site at our Port Washington headquarters three (3) days per week. This is not a fully remote position.

WHAT YOU'LL DO

• Own the company's financial planning and analysis, including annual budgets, long-range plans, and monthly/quarterly forecasts aligned to the sponsor's value creation plan
• Prepare and present board and sponsor reporting packages, including KPI dashboards, covenant compliance analysis, and variance commentary
• Manage lender relationships, including covenant tracking, compliance certificates, and periodic reporting required under credit agreements
• Partner with the CFO and sponsor deal team on capital structure decisions, including debt refinancing, add-on acquisitions, and dividend recapitalizations
• Lead financial due diligence and integration planning for M&A transactions, including post-close synergy tracking
• Own cash flow forecasting and working capital management to optimize liquidity across the business
• Develop and track value creation plans (VCPs) to drive long-term EBITDA improvement
• Support the annual audit process and coordinate with external auditors, lenders, and sponsor finance teams
• Drive process improvements and build scalable financial infrastructure to support rapid growth and exit readiness
• Build financial models supporting scenario planning, sensitivity analysis, and strategic decision-making for the executive team

WHAT WE'RE LOOKING FOR

• 8-12 years of progressive finance experience, including experience in a private equity-backed or PE portfolio company environment
• Bachelor's degree in Finance, Accounting, or related field; MBA and/or CPA preferred
• Prior experience in investment banking, private equity, transaction advisory, or corporate development strongly preferred
• Deep understanding of credit agreements, covenant compliance, and lender reporting requirements
• Strong track record building board-ready materials and presenting to sponsors, lenders, or boards of directors
• Advanced financial modeling skills, including LBO, M&A, and scenario modeling
• Experience with add-on acquisitions, integration planning, and post-merger synergy tracking
• Proven ability to operate with high ownership in a lean, fast-moving finance organization
• Strong Excel and financial systems skills (Planful, PowerBI, Power Query, Tableau, SQL) preferred

Some of the benefits of being a part of our growing Parts Authority family:

• Medical Coverage
• Pharmacy Coverage
• Vision Coverage
• Basic Life and AD&D
• Short Term Disability Coverage
• Voluntary Short Term Disability Coverage
• Voluntary Long Term Disability Coverage
• Flexible Spending Account
• Commuter Expense Reimbursement Account
• Health Savings Account
• Health Reimbursement Account
• Critical Illness Insurance
• Hospital Indemnity Insurance
• ID Theft Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Paid Holidays, Sick and Vacation
• Profit Sharing/401 (k) Plan
• Employee Discounts on Merchandise

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, creed, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, citizenship status, presence of a non-job-related medical condition or handicap, or any other legally protected status. “We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring Ordinance.”